Import Customer Data with Greater Amount! Upload Big in One Go 🤩

"Import Customer Data" has been upgraded with an increased quantity limit from 3,000 to 50,000! It now supports importing membership IDs from third-party channels, making bulk imports more convenient. Plus, you can also use the "Failure Report" to view reasons for upload failures and make accurate corrections 📝

🔆 Improvement overview

➤ The import limit has been increased from 3,000 to 50,000 customer data entries.
➤ If an import fails, you can download the failure report to view the reasons.
➤ Added the new optional "External Membership ID" field. If you are connected to other third-party channels, you can import customers' third-party membership IDs using this field.

📕 Operation steps

Step 1️⃣ Go to Admin > [Customer Management] > [Customers]. Click "Import Report" > "Import Report".

Step 2️⃣ Download the latest template, fill in the info as instructed, and upload the completed file. Then go to [Report & Analytics] > [Bulk Action Process] to view the import results.

💡 Failure report usage

In the failure report, fields with errors will be highlighted in red, and the reason for the error will be displayed in the rightmost column. Correct the errors, delete the failure reason column, and re-upload the file.

🔔 Remarks

• If you have a large customer data, importing the report will take longer time.
• Please download the latest template for import. The system only supports the .xlsx format.
• External member IDs only support Open API queries.